Foveal LLP Independent Investment Research Foveal Research

Head and neck specific? The FDA placed a partial clinical trial hold on recruiting new patients to AstraZeneca’s anti PD-L1 (durvalumab)...

Chemo combos continue to look equivocal, while IO combos remain durable as MYSTIC’s shadow clears New ESMO lung cancer data bodes well...

Astra's underappreciated oncology pipeline stalking the market We initiate on AstraZeneca with an overweight rating and a Target Price of...

PD1 market continues to shrink, but Bristol’s failure not good news for rivals BMY announced Friday that its pivotal phase III study of...

New ASCO 2016 data continues to support lower than consensus potential revenues, modest anti PD-L1 efficacy and more doubts over chemo...

Too little too late Roche today announced that the FDA accepted its filing for atezolizumab in 2nd line PD‑L1 +ve Non-Small cell lung...

Anti PD-1 commercial potential still appears vastly overestimated With PD-1 checkpoint inhibition clearly set to improve the landscape of...

Merck published full overall survival results of their phase III KEYNOTE-010 study of anti PD-1 immunotherapy in 2nd line NSCLC (lung...

Roche’s atezolizumab data appears uncompetitive in both 1st and 2nd line lung cancer New data at the European­ Cancer Congress confirms...

Early IDO data disappointing for both Incyte and Roche Partners NewLink: IDO inhibition is one of many newer immunotherapies that are...